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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1001
Waldron Private Wealth
Pennsylvania
$268K -$64 -1 -0%
LSA
1002
Leonteq Securities AG
Switzerland
$268K
TW
1003
TritonPoint Wealth
Maryland
$267K -$6.41K -100 -2%
HVIA
1004
Hudson Valley Investment Advisors
New York
$267K
JGGDR
1005
JGP Global Gestao de Recursos
Brazil
$266K
TW
1006
Traveka Wealth
California
$266K +$29.7K +463 +13%
GI
1007
GAMMA Investing
California
$266K +$45.5K +710 +22%
NAM
1008
NorthCrest Asset Manangement
Minnesota
$265K -$1.47K -23 -0.6%
TPM
1009
Triasima Portfolio Management
Quebec, Canada
$264K -$114K -1,780 -31%
EDRH
1010
Edmond de Rothschild Holding
Switzerland
$263K
SWA
1011
Sax Wealth Advisors
New Jersey
$263K
JPWM
1012
Jamison Private Wealth Management
Georgia
$263K -$11.7K -182 -4%
PAM
1013
Palisade Asset Management
Minnesota
$263K -$27.2K -424 -10%
STA
1014
Summit Trail Advisors
New York
$263K +$10.6K +166 +4%
KWA
1015
Kingswood Wealth Advisors
California
$263K -$561K -8,755 -69%
FTWA
1016
Fifth Third Wealth Advisors
Ohio
$262K +$251K +3,915 New
HCP
1017
Hexagon Capital Partners
Arkansas
$261K +$47K +733 +23%
CC
1018
Callan Capital
California
$261K -$50.5K -788 -17%
BCP
1019
Blue Chip Partners
Michigan
$260K -$93.9K -1,465 -27%
Squarepoint
1020
Squarepoint
New York
$258K -$190K -2,972 -44%
CFG
1021
Cooper Financial Group
California
$257K +$1.09K +17 +0.4%
WDC
1022
Woodward Diversified Capital
California
$257K -$12.2K -191 -5%
ZB
1023
Zions Bancorporation
Utah
$256K -$2.95K -46 -1%
FM
1024
Family Management
New York
$256K
FMP
1025
Financial Management Professionals
Texas
$255K -$36.7K -573 -13%